Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,087
New
Increased
Reduced
Closed

Top Buys

1
+$2.75B
2
+$2.34B
3
+$2B
4
WFC icon
Wells Fargo
WFC
+$1.04B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.03B

Top Sells

1
+$567M
2
+$284M
3
+$271M
4
HD icon
Home Depot
HD
+$255M
5
PGR icon
Progressive
PGR
+$251M

Sector Composition

1 Healthcare 10.62%
2 Financials 8.83%
3 Technology 8.4%
4 Consumer Discretionary 7.16%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
$11.9M ﹤0.01%
1,413,870
-22,779
1902
$11.9M ﹤0.01%
383,556
+1,882
1903
$11.9M ﹤0.01%
260,089
+161,869
1904
$11.9M ﹤0.01%
1,721,597
+185,323
1905
$11.9M ﹤0.01%
424,089
+405,656
1906
$11.9M ﹤0.01%
466,543
-65,638
1907
$11.9M ﹤0.01%
2,687,304
+145,401
1908
$11.9M ﹤0.01%
104,951
+73,931
1909
$11.9M ﹤0.01%
112,093
+31,832
1910
$11.8M ﹤0.01%
522,585
-43,260
1911
$11.8M ﹤0.01%
392,858
+7,964
1912
$11.8M ﹤0.01%
248,684
+7,788
1913
$11.8M ﹤0.01%
224,121
-14,733
1914
$11.8M ﹤0.01%
265,116
+23,771
1915
$11.8M ﹤0.01%
1,518,275
-83,946
1916
$11.8M ﹤0.01%
143,453
+25,862
1917
$11.8M ﹤0.01%
560,606
-89,328
1918
$11.8M ﹤0.01%
169,301
+45,218
1919
$11.8M ﹤0.01%
138,290
+2,348
1920
$11.7M ﹤0.01%
631,613
+454,276
1921
$11.7M ﹤0.01%
+464,388
1922
$11.6M ﹤0.01%
84,990
+6,406
1923
$11.6M ﹤0.01%
155,779
+34,234
1924
$11.6M ﹤0.01%
231,541
-76,312
1925
$11.6M ﹤0.01%
555,773
+51,934
75 76
77
78 79